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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (53100)	11/20/2002 8:08:21 PM
From: paul_philp	Read Replies (4) \| Respond to of 54805

Cha2, The key is understanding the difference between sustaining and disruptive technologies. WiFi is a sustaining technology. "It's like the Internet only better" could be it's slogan. CDMA is a disruptive technology. "Imagine what you can do on the go". My point, long forgotten now, was that I had this conflated and thus discounted CDMA. FWIW, I get a sense that Qualcomm fans aren't following developments in WiFi close enough. I am sticking to the strictly conservative claims of the WiFi proponents in this analysis. There is a LOT happening in WiFi these days. Paul